TPApril Posted November 11, 2023 Posted November 11, 2023 Let's say a plan charges a distribution fee of $100. All terminee account balances under $100 are to be forfeited. I'm curious if there's a trend to actually use a higher forfeit de minimis amount, say for those balances that are just so minimal yet over $100. For instance, if the account balance is under $120, rather than create IRA's of $0 - $20?
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